GM
ED icon

GeoWealth Management’s Consolidated Edison ED Stock Holding History

GeoWealth Management’s Portfolio ED Stock Details ED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Sell
2,126
-5,403
-72% -$587K 0.01% 730
2026
Q1 		$852K Buy
+7,529
New +$815K 0.03% 338
2025
Q3 		– Sell
-1,812
Closed -$182K – 885
2025
Q2 		$182K Buy
1,812
+7
+0.4% +$741 0.01% 687
2025
Q1 		$200K Sell
1,805
-531
-23% -$52.1K 0.01% 659
2024
Q4 		$208K Sell
2,336
-289
-11% -$28.5K 0.01% 749
2024
Q3 		$273K Sell
2,625
-535
-17% -$52.9K 0.01% 625
2024
Q2 		$283K Buy
3,160
+589
+23% +$54.6K 0.01% 597
2024
Q1 		$233K Buy
+2,571
New +$231K 0.01% 632

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's ED Position: Q2 2026 in Review

GeoWealth Management reduced its Consolidated Edison (ED) stake by 72% in Q2 2026, selling an estimated $587K and leaving 2,126 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #730.

GeoWealth Management first reported a position in ED in Q1 2024 and has held it in 8 quarters since. The position peaked at $852K in Q1 2026. 1,423 funds tracked by Wall St. Rank hold ED as of Q2 2026.

  • GeoWealth Management held 2,126 shares of Consolidated Edison worth $235K as of Q2 2026.
  • GeoWealth Management sold 5,403 Consolidated Edison shares in Q2 2026, an estimated $587K.
  • Consolidated Edison made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #730 holding.
  • GeoWealth Management first reported a position in Consolidated Edison in Q1 2024 and has held it in 8 quarters since.
  • GeoWealth Management's Consolidated Edison position peaked at $852K in Q1 2026.
  • 1,423 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.